Best Mobile Forms Automation Software
Mobile forms automation software digitizes data capture by automating the process of creating and managing digital forms. This type of software allows for the creation of a variety of forms, often using a drag-and-drop form builder, such as checklists, contracts, surveys, work orders, internal company records, and client-facing documents. This software can streamline workflows used by virtually any team in an organization, however, it is most often used by field teams for the purposes of field surveys, site inspections, maintenance surveys, and more. Mobile forms automation solutions allow organizations to accurately and efficiently collect important data which can be integrated into existing databases and workflows to ensure day-to-day operations run smoothly. Along with the cost and time saving benefits of digital forms, this software also provides helpful analytics from the retrieved data, offering organizations insights that can feed into dashboards.
Mobile forms automation software are often stand-alone applications, however, they can also be offered as part of more encompassing solutions, such as field service management software, environmental health and safety software, and workflow management software.
To qualify for inclusion in the Mobile Forms Automation category, a product must:
Featured Mobile Forms Automation Software At A Glance
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SafetyCulture is a mobile-first operations platform that gives you the knowledge, tools, and processes you need to work safely, meet higher standards, and improve every day, offering a better way to w
SafetyCulture is a platform designed to digitize paper-based processes for inspections, audits, and frontline reporting, aiming to improve workplace safety and productivity. Users frequently mention the ease of use, the ability to customize inspections and reports, and the convenience of the mobile app for conducting audits and inspections on the go. Reviewers noted some advanced features are limited to higher pricing plans, customization options could be more flexible, and occasional syncing issues occur when network connectivity is weak.
4,860 Twitter followers
TrueContext is the field service workflow platform for today’s connected worker. It enables frontliners with smart, context-aware forms and AI-augmented mobile workflows, unlocking technician mastery
102 Twitter followers
ArcGIS Survey123 provides an end to end, location aware, form-centric data gathering solution. With Survey123 you can design powerful smart forms and leverage them throughout your organization to stre
188,857 Twitter followers
Fulcrum is a field-first SaaS platform designed to transform how organizations manage field data collection and inspections for mission-critical operations. Built specifically for the challenges of fi
2,763 Twitter followers
Appenate – Build Powerful No-Code Apps & Forms That Work Anywhere. Appenate is the most flexible no-code platform for businesses needing mobile Forms and Apps built around their own processes.
3,659 Twitter followers
GoFormz is a platform used for creating digital forms and collecting data, used by teams of every industry and size. Using GoFormz's AI-powered online form builder, teams can digitize existing documen
401 Twitter followers
ODK lets you build powerful forms to collect the data that matters most. Trusted by researchers, field staff, and professionals in more than 190 countries, ODK is the fastest and most reliable way to
4,840 Twitter followers
XOi is the data intelligence solution for the asset lifecycle. It captures, enriches, and connects asset data across every stage of service—giving field service providers the visibility to drive reven
568 Twitter followers
Lumiform is a mobile-first inspections platform that removes the tradeoff between frontline ease and enterprise complexity. Frontline teams complete audits and inspections quickly on an intuitive mobi
10 Twitter followers
The Trades' Edge Starts Here: Simpro is the AI-First Operating Platform built to eliminate complexity, unlock clarity, and double contractor profitability. Contractors deserve a platform that works as
2,423 Twitter followers
MoreApp simplifies real-time data capture by field operations teams using digital forms. The user-friendly Form Builder allows you to create digital forms for every sector, without any coding experien
Resco helps the world work better outside the office by making it simple to build complex mobile experiences for frontline workers. The company’s low-code tools and solutions enable organizations
1,439 Twitter followers
Process Street is a Compliance Operations Platform that helps teams run their most critical processes the right way, every time. Powered by AI agents, it ensures that policies are enforced, tasks are
2,792 Twitter followers
Pulse is a cloud-based software that helps businesses from different industries with their EHS compliance and quality control goals by digitizing inspections. The mobile app of Pulse also works offlin
17 Twitter followers
Say goodbye to paper processes and start capturing data offline with the DataScope mobile app. More than 300,000 users trust DataScope to digitize their field operations, cut costs, and streamline wor
79 Twitter followers
Learn More About Mobile Forms Automation Software
What is Mobile Forms Automation Software?
Mobile forms automation software assists field workers and their managers with the creation of transferable documents, forms, and data that can be accessed remotely or otherwise. Regardless of a jobsite’s location, this software assists in collecting data in real time and helping organizations with employees in the field streamline their collection of data. Often, it allows the user to connect offline, enabling remote teams to create more frequent and accurate updates to data. Mobile forms automation software then creates analytics from the data which is used to create dashboards and fill out and submit forms such as inspections, audits, and reports directly from a mobile device. This type of software enables companies to improve decision making, reduce costs, access important data in real time, and streamline workflows. These workflows notify users of changes and help teams remain updated on tasks, work orders, and other assignments. When integrated with a company’s IT system, paper documents can quickly and easily be converted into digital forms, both online and offline and stored safely in a company's cloud or on-premise storage.
Key Benefits of Mobile Forms Automation Software
- Digitizes forms and documents to eliminate paper records
- Captures data from employees in the field electronically
- Enables the sharing of digitized forms with customers and employees
- Automates tasks, deadline notifications, and other alerts
- Collects and analyzes data with various dashboards and reports
Why Use Mobile Forms Automation Software?
The main function of mobile forms automation software is to create and transfer documents remotely, both online or offline. However, there are several other reasons why organizations decide to invest in this software, some of which are listed below:
Improved productivity – Mobile forms automation software helps to automate the processes of gathering, reporting, and storing information while allowing the employee to fill out and complete these forms virtually anywhere. This, in turn, reduces multitasking, allowing employees to work on more complex tasks while leaving routine duties to the mobile forms automation software.
Team collaboration – This software sends work orders throughout the team while collecting information from employees involved in the project. It quickly and easily gathers necessary information and securely stores it, allowing workers to quickly find files they are looking for.
Time reduction in data collection – Mobile forms allow teams to gather relevant data in the fastest possible way, and as a result, data is accessed quickly and more efficiently.
Who Uses Mobile Forms Automation Software?
Any company or organization with employees who work in the field or manage remote properties or projects may use mobile forms automation software. Within these organizations, both the employee and the employer can leverage the benefits of this software.
Transportation companies – Transportation companies mainly use mobile forms automation software for vehicle inspections. The software assists in quickly collecting and securing data to create forms for transportation regulation agencies, such as the United States Department of Transportation (DOT) or the Federal Aviation Administration (FAA). Mobile forms can also be used by managers to review employees’ work in real time and ensure that they are following instructions during inspections.
Construction project managers – Managers of construction projects use this software to automate the documentation involved in all processes of construction. These documents include timesheets, contracts, inspection reports, and any other contractor tracking. Mobile forms help managers streamline and control the workflow of all documentation.
Facility management companies — Any company that has various properties reporting to the main office can use this software to collect data. Mobile forms automation software stores numerous reports in one centralized location, giving employees easy access to the data. Some of these reports may include real estate contracts, inspection reports, work orders, or cost estimates.
Utility companies — Utility companies, such as gas, energy, and water or sewer, benefit from this software through the automation of their numerous regulatory compliance reports, work orders, land surveys, photos, and videos. Mobile forms help to streamline the collection and sharing of this data throughout the field.
Kinds of Mobile Forms Automation Software
There are various mobile forms that are supported by mobile forms automation software. They vary based on factors such as the scope of functionality, price, and simplicity. Some of the more popular types are listed below:
Webform — This is the simplest type of form because there are only a few fields to fill out. Its main advantage is its simplicity but it may lack other functionality, such as reporting, workflow management, and notifications. In most organizations, it is just text forms with several fields.
PDF — PDF is probably the most popular mobile form because it is the most compatible, and the forms look like the original form used in the workflow. The main advantage of the form is that it looks like a branded document with the company’s logo, color scheme, and font size. If specific calculations, dropdowns, or security settings are needed within the form, the software may have to be customized and these features have to be implemented into it, which isn’t always easy or cheap. Companies may need additional resources and time to adapt the form to their specific requirements.
Word documents and spreadsheets — These forms are also popular because they are created using widely compatible documents. These forms can be easily created and edited, but sometimes lack functionality, like form design and centralized storage, while also having potential security issues.
Mobile Forms Automation Software Features
Among the many advantages and features of mobile forms automation software, the following are some common features typically found in this type of software:
Mobile application — Employees often have to use this software on their mobile devices, including smartphones and tablets. A mobile interface is essential to perform the work on the go and in case of necessity.
Alerts — Notification emails or system alerts are sent as soon as a workflow step is ready for the next employee, allowing the user to complete the task quicker.
Task management — For employees to be automatically notified about alerts, escalations and any follow ups, workflows can be streamlined and created on the fly.
Reporting & Analytics Dashboards — Custom reports and dashboards can be created and distributed to defined contact lists using data populated and filtered by the software. These datasets can then be drilled into for further analysis.
Integrations — The software integrates seamlessly with other platforms, such as spreadsheets, CRM systems, or marketing tools to send and receive data.
Offline functionality — Mobile forms automation software functions offline, captures data, and autofills forms even when a device has no connection to the internet. Once the internet connection is restored, the software automatically begins to update the forms.
Workflows — Once forms and tasks are updated and completed, they are delivered to the next employee for input or to a manager for issue resolution or approval following the company’s specific workflow rules.
Other Features of Mobile Forms Automation Software: API Builder Capabilities, Embedded Work Instructions Capabilities, Image and Video Capture Capabilities, OCR Capabilities
Potential Issues with Mobile Forms Automation Software
Choosing overly complex software — Depending on the size of an organization and the scope of their projects, it is important that they select a solution that best fits their needs and isn’t overly complicated or too vast in its functionality. If there are more form fields than needed, it may cause employees to waste time by sorting through irrelevant data which defeats the purpose of using mobile forms automation software.
